All-in-one platform to manage leads, clients, policies, quotes, proposals, payments and everything in between.
Personal lines, small commercial, and benefits-friendly workflows your producers, CSRs, and principals will actually use—without juggling five different apps.
Capture, track, and nurture leads from web, referrals, and campaigns.
Create professional quotes and proposals in minutes—ready to send.
Send applications and agreements for secure electronic signature.
Manage active policies, endorsements, and client details in one place.
Automate renewals and installment billing with saved pay methods.
Invoice premiums and fees—get paid online by card or ACH.
Track commissions and producer payouts against carrier statements.
Tag receipts, E&O, marketing, and travel to accounts or producers.
Stay organized—renewals, underwriting follow-ups, and callbacks.
Schedule coverage reviews and set reminders for your team.
Real-time pipeline, retention, and carrier mix to grow deliberately.
Clients view policies, invoices, and documents on their schedule.
Bundle auto, home, umbrella, and small commercial options into a branded proposal your prospect can open on mobile, compare side by side, and accept in one flow.
Bill agency fees, endorsements, and installment schedules—with reminders so renewals and down payments do not slip through the cracks.
Move households from quoted → pending → bound → renewal without sticky notes—every CSR sees the same board and renewal clock.
Reconcile carrier statements to policies and producers—so everyone trusts the number on payday.
Send applications and disclosures in the right order with timestamps your E&O file will thank you for later.
Tag marketing spend, AMS seats, CE, and events to producers or lines of business—so you know what it really costs to place a dollar of premium.
Give insureds a secure place for dec pages, ID cards, endorsements, and billing—while your team keeps carrier downloads and loss runs organized.
New business vs. renewal mix, policies in force, open AR, and marketing ROI—so you coach producers with data, not gut feel alone.
BEN AI answers calls, books coverage reviews, qualifies web leads, sends follow-ups, and helps grow your insurance brokerage 24/7.
Clear answers for agency owners comparing CRM options, commission tracking, renewals, client portals, and AI receptionist tools for brokers.
Insurance broker management software helps independent agencies and brokerage teams capture web and referral leads, quote personal and commercial lines, send proposals and e-signature applications, track policies in force and renewal dates, manage commissions and carrier statements, invoice premiums and fees with card and ACH, automate recurring payments for renewals, organize ID cards and dec pages in a client portal, log tasks and calendar follow-ups, tag marketing and E&O expenses, and see profitability by carrier, line of business, or producer—all from one dashboard.
Yes. Better Sales Pro supports e-signature workflows for applications and disclosures, organized file folders per household or commercial account, and a branded client portal so insureds can download dec pages, endorsements, and invoices without endless email threads.
BEN AI can help answer common questions about coverage types, office hours, and how to schedule a coverage review, qualify leads, book appointments, and support follow-ups—see the BEN section on this page and the dedicated BEN overview for details.
Join brokers who use Better Sales Pro for leads, quotes, e-sign, policies, renewals, commissions, payments, and a client portal that actually gets used.